J P Morgan Exchange-traded F shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in J P Morgan Exchange-traded F by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $64k | 1.1k | 57.10 |
| 2025-06-30 | $62k | 1.1k | 56.85 |
| 2025-03-31 | $70k | 1.2k | 57.14 |
| 2024-12-31 | $90k | 1.5k | 58.79 |
| 2024-09-30 | $96k | 1.6k | 60.02 |